Position in GUT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$180,691
+$25,981 QoQ
Shares Held
27,419
+7.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 98 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GUT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,476,870,285 across 286 Asset Management names. GUT ranks #262 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,226,603 | $262,004,372 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,837,188 | $120,835,834 | |
| 3 | BLK |
BlackRock, Inc.
|
122,288 | $117,587,246 | |
| 4 | TROW |
Price T Rowe Group Inc
|
845,480 | $96,122,619 | |
| 5 | ARCC |
Ares Capital Corp
|
2,640,857 | $48,935,077 | |
| 6 | APO |
Apollo Global Management, Inc.
|
289,781 | $34,283,987 | |
| 7 | AMP |
Ameriprise Financial Inc
|
59,829 | $27,447,149 | |
| 8 | KKR |
KKR & Co. Inc.
|
273,957 | $25,143,771 |
All Filings in GUT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,691 | 27,419 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $154,710 | 25,572 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $160,126 | 26,555 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $168,169 | 27,705 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $183,019 | 31,555 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $226,725 | 42,458 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $267,656 | 53,212 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $114,493 | 22,018 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $100,824 | 17,474 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $62,067 | 11,474 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $60,085 | 11,374 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $58,754 | 11,374 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $88,378 | 13,374 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $103,681 | 14,878 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $108,902 | 14,878 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $112,867 | 16,783 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $106,971 | 16,140 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||